Alex Potocsny, CERTIFIED FINANCIAL PLANNER®

In his role as a Financial Planner at LPL Financial, Alex supports the development and execution of comprehensive financial plans. As a member of the LPL Paraplanning Services team, Alex partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to help advisors assist clients in pursuing their financial goals.

Alex’s career began in 2019 where he served various roles in financial planning. He spent time as an associate at Morgan Stanley, International Assets Advisory, and Lead Onboarding & Retention at Right Capital, prior to joining LPL Financial in 2025.

Alex is a CERTIFIED FINANCIAL PLANNER® professional with Series 7 and Series 65 registrations held through LPL Financial. He received his Bachelor of Arts in Business Administration with a concentration in Finance from Southern Connecticut State University.

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*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification mark.